ROI Basics Certificate

Learning Objectives

Week 0 Set the Stage (prework):

• Understand the overall concept of ROI (Myths and Mysteries)

• Identify their concerns with WLP evaluation and ROI

• Recognize their organization’s readiness for ROI.


Week 1 Evaluation Planning:

• Recognize the difference between activity and results-based WLP

• Decide to which level a program should be evaluated

• Understand the need for and process of evaluation planning

• Select a program suitable for ROI.


Week 2 Data Collection:

• Understand issues to consider when selecting data collection instruments

• Identify the most credible sources of data for the situation at hand

• Describe how they would collect data for one of their programs suitable for ROI.


Week 3 Data Analysis: Isolating the Effects of a Program:

• Explain the importance of isolating the effects of the WLP program being evaluated

• Select the best approach to isolation given certain conditions

• Explain three of the techniques available to isolate the effects of a program

• Describe how they would isolate the effects of a program they plan to evaluate using the ROI Methodology.


Week 4 Data Analysis: Calculating the ROI:

• Identify various techniques to convert a measure to money

• Follow the five steps to convert a measure to monetary value

• Identify the costs categories that represent the fully-loaded costs of a program

• Describe how they would convert measures for one of their programs to monetary value

• Develop a fully-loaded cost profile for their WLP programs

• Understand the importance and process of reporting their first ROI study

• Plan next actions.